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OAKM

Oakmark U.S. Large Cap ETF
OAKM

97 hedge funds and large institutions have $722M invested in Oakmark U.S. Large Cap ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 16

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

8% more funds holding

Funds holding: 90 → 97 (+7)

6% more capital invested

Capital invested by funds: $680M → $722M (+$41.8M)

4.66% less ownership

Funds ownership: 72.47% → 67.81% (-4.7%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.19%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
18
Increased
53
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$37.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$29.4M
3
Cerity Partners
Cerity Partners
New York
+$28.2M
4
LPL Financial
LPL Financial
California
+$22.9M
5
BWA
Beam Wealth Advisors
Louisiana
+$10.6M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$82.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.9M
3
CCP
Clarkston Capital Partners
Michigan
-$9.5M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.68M
5
USCWA
U.S. Capital Wealth Advisors
Texas
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
26
Cheviot Value Management
California
$4.72M +$1.12M +39,720 +30%
Stifel Financial
27
Stifel Financial
Missouri
$4.5M +$4.07M +144,306 +759%
WPWM
28
Western Pacific Wealth Management
Illinois
$4.42M +$173K +6,127 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.79M +$421K +14,950 +12%
DWM
30
DKM Wealth Management
California
$3.46M +$85.2K +3,022 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$3.35M +$2.67M +94,844 +356%
IPA
32
Investment Planning Advisors
Georgia
$3.35M +$244K +8,649 +8%
NL
33
NKCFO LLC
Illinois
$2.96M – – –
SMAM
34
Sugar Maple Asset Management
Wisconsin
$2.74M +$1.19M +42,078 +73%
MWM
35
Maridea Wealth Management
New York
$2.7M +$223K +7,901 +9%
JPC
36
Jabodon PT Co
Nevada
$2.53M +$2.58M +91,700 New
IAA
37
Independent Advisor Alliance
North Carolina
$2.41M +$2.46M +87,271 New
VFA
38
Valeo Financial Advisors
Indiana
$2.32M +$355K +12,583 +18%
IA
39
IFP Advisors
Florida
$2.2M +$111K +3,922 +5%
BPFA
40
Barnes Pettey Financial Advisors
Mississippi
$1.95M +$1.71M +60,615 +603%
SFC
41
Sprinkle Financial Consultants
Colorado
$1.87M +$575K +20,395 +43%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.75M +$598K +21,212 +50%
Jane Street
43
Jane Street
New York
$1.74M -$321K -11,404 -15%
EW
44
Evoke Wealth
California
$1.51M – – –
CCP
45
Clarkston Capital Partners
Michigan
$1.41M -$9.5M -337,030 -87%
Morgan Stanley
46
Morgan Stanley
New York
$1.33M +$1.16M +41,098 +574%
SPL
47
Smart Portfolios LLC
Washington
$1.27M +$219K +7,760 +20%
CCAM
48
Cascades Capital Asset Management
North Carolina
$1.25M +$26.5K +942 +2%
NA
49
Nautilus Advisors
California
$1.22M +$88.5K +3,142 +8%
Northern Trust
50
Northern Trust
Illinois
$1.17M +$1.19M +42,287 New
1
2
3 4 5

OAKM Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q1 2026, worth a combined $722M — up 6.1% from $680M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OAKM positions and 10 closed out — a net gain of 8 holders — while 53 added to existing stakes and 16 trimmed.

The largest buyer was Horizon Wealth Management, adding an estimated $37.8M. The largest seller was Choate Investment Advisors, cutting an estimated $82.6M.

  • 97 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q1 2026, up from 90 in Q4 2025.
  • Funds reported $722M of Oakmark U.S. Large Cap ETF stock for Q1 2026, up 6.1% quarter-over-quarter.
  • 18 funds opened new Oakmark U.S. Large Cap ETF positions in Q1 2026 and 10 closed out, a net change of +8 holders.
  • The largest Oakmark U.S. Large Cap ETF buyer in Q1 2026 was Horizon Wealth Management, an estimated $37.8M added.
  • The largest Oakmark U.S. Large Cap ETF seller in Q1 2026 was Choate Investment Advisors, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2026.